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WBK

Westpac Banking Corporation

Delisted

WBK was delisted on the 28th of January, 2022.

153 hedge funds and large institutions have $369M invested in Westpac Banking Corporation in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

3% more funds holding

Funds holding: 149153 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $374M → $369M (-$4.73M)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
59
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.98M -$351K -15,764 -11%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$2.94M -$119K -5,371 -4%
RCM
28
Riverhead Capital Management
Delaware
$2.94M -$109K -4,920 -4%
GC
29
Guggenheim Capital
Illinois
$2.71M -$763K -34,296 -23%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.5M +$710K +31,904 +42%
US Bancorp
31
US Bancorp
Minnesota
$2.43M -$611K -27,463 -21%
SBAM
32
Santa Barbara Asset Management
California
$2.4M +$6.32K +284 +0.3%
CCMG
33
Clark Capital Management Group
Pennsylvania
$2.1M +$2.01M +90,344 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.84M -$138K -6,197 -7%
BG
35
Bollard Group
Massachusetts
$1.82M +$17.8K +800 +1%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$1.81M +$300K +13,470 +21%
CS
37
Credit Suisse
Switzerland
$1.8M +$1.72M +77,294 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.58M +$38.7K +1,739 +3%
Ameriprise
39
Ameriprise
Minnesota
$1.51M -$139K -6,226 -9%
Wells Fargo
40
Wells Fargo
California
$1.4M -$28.1K -1,263 -2%
MM
41
Midas Management
New York
$1.4M
TD Asset Management
42
TD Asset Management
Ontario, Canada
$1.31M +$4.36K +196 +0.4%
CIM
43
Calvert Investment Management
Maryland
$1.28M
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$1.06M -$128K -5,766 -11%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.03M +$189K +8,494 +24%
GCAC
46
Guardian Capital Advisors (Canada)
Ontario, Canada
$1M +$526K +23,650 +121%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$946K +$235K +10,577 +35%
CG
48
Caprock Group
Idaho
$925K +$884K +39,754 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$887K +$13.3K +600 +2%
AIA
50
Avalon Investment & Advisory
Texas
$797K +$255K +11,460 +50%

WBK Hedge Fund Activity: Q1 2016 in Review

153 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Westpac Banking Corporation (WBK) for Q1 2016, worth a combined $369M — down 1.3% from $374M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WBK positions and 17 closed out — a net gain of 4 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $7.73M. The largest seller was Oxbow Advisors, cutting an estimated $12.4M.

  • 153 institutional investors held Westpac Banking Corporation (WBK) as of Q1 2016, up from 149 in Q4 2015.
  • Funds reported $369M of Westpac Banking Corporation stock for Q1 2016, down 1.3% quarter-over-quarter.
  • 21 funds opened new Westpac Banking Corporation positions in Q1 2016 and 17 closed out, a net change of +4 holders.
  • The largest Westpac Banking Corporation buyer in Q1 2016 was Todd Asset Management, an estimated $7.73M added.
  • The largest Westpac Banking Corporation seller in Q1 2016 was Oxbow Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2016.